Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.55%
3 year
7.23%
5 year
4.57%
10 year
4.81%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
75 months through April 30, 2026Volatility (ann.)
4.07%
Sharpe
1.93
Sortino
4.67
Max drawdown
-5.69%
Best month
2.77%
Worst month
-2.34%
Beta vs VBTLX
0.46
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.